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Integrated Wealth Concepts’s Fair Isaac FICO Stock Holding History

Integrated Wealth Concepts’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$675K Buy
632
+211
+50% +$289K 0.01% 1360
2025
Q4 		$712K Sell
421
-137
-25% -$236K 0.01% 926
2025
Q3 		$835K Sell
558
-40
-7% -$60.2K 0.01% 1085
2025
Q2 		$1.09M Buy
598
+133
+29% +$250K 0.01% 870
2025
Q1 		$858K Sell
465
-99
-18% -$183K 0.01% 893
2024
Q4 		$1.12M Sell
564
-17
-3% -$36.3K 0.01% 765
2024
Q3 		$1.13M Hold
581
– – 0.01% 745
2024
Q2 		$865K Sell
581
-162
-22% -$209K 0.01% 824
2024
Q1 		$928K Sell
743
-31
-4% -$38.8K 0.01% 783
2023
Q4 		$901K Sell
774
-59
-7% -$59.4K 0.01% 762
2023
Q3 		$723K Buy
833
+153
+23% +$131K 0.01% 827
2023
Q2 		$550K Sell
680
-5
-0.7% -$3.75K 0.01% 944
2023
Q1 		$481K Buy
685
+18
+3% +$12K 0.01% 866
2022
Q4 		$399K Sell
667
-33
-5% -$17.4K 0.01% 722
2022
Q3 		$288K Buy
700
+14
+2% +$6.36K 0.01% 751
2022
Q2 		$275K Buy
686
+186
+37% +$73.4K 0.01% 786
2022
Q1 		$233K Sell
500
-1,105
-69% -$522K 0.01% 827
2021
Q4 		$696K Buy
1,605
+67
+4% +$26.6K 0.02% 528
2021
Q3 		$612K Buy
1,538
+3
+0.2% +$1.43K 0.02% 531
2021
Q2 		$772K Buy
1,535
+74
+5% +$37.4K 0.03% 427
2021
Q1 		$710K Buy
1,461
+106
+8% +$50.4K 0.03% 381
2020
Q4 		$692K Buy
1,355
+236
+21% +$110K 0.03% 331
2020
Q3 		$476K Buy
1,119
+141
+14% +$59.9K 0.03% 349
2020
Q2 		$409K Buy
978
+147
+18% +$53.6K 0.03% 334
2020
Q1 		$256K Sell
831
-363
-30% -$134K 0.02% 341
2019
Q4 		$447K Buy
1,194
+32
+3% +$10.8K 0.04% 292
2019
Q3 		$353K Buy
1,162
+84
+8% +$28.4K 0.04% 272
2019
Q2 		$339K Buy
1,078
+43
+4% +$12.5K 0.04% 250
2019
Q1 		$281K Buy
+1,035
New +$243K 0.05% 248
2018
Q4 		– Sell
-993
Closed -$226K – 275
2018
Q3 		$226K Buy
+993
New +$215K 0.07% 221

Other funds holding FICO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's FICO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Fair Isaac (FICO) stake by 50% in Q1 2026, buying an estimated $289K and bringing the position to 632 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #1360.

Integrated Wealth Concepts first reported a position in FICO in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.13M in Q3 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Integrated Wealth Concepts held 632 shares of Fair Isaac worth $675K as of Q1 2026.
  • Integrated Wealth Concepts bought 211 Fair Isaac shares in Q1 2026, an estimated $289K.
  • Fair Isaac made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1360 holding.
  • Integrated Wealth Concepts first reported a position in Fair Isaac in Q3 2018 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's Fair Isaac position peaked at $1.13M in Q3 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.